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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,897 | $156,398-89.8% | $147,318-89.2% | $138,895-88.6% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 24.19% | 78.75%-54.6pp | 70.43%-46.2pp | 145.39%-121.2pp |
| Employer contribution / active EE | $2,245 | $4,853-53.7% | $4,593-51.1% | $4,194-46.5% |
| Participant deferral / active EE | $1,969 | $8,237-76.1% | $7,906-75.1% | $6,396-69.2% |
| Admin fee / account holder | $94 | $14,976-99.4% | $13,708-99.3% | $12,562-99.3% |